Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 12 U.S. retirement plans report holding MFS Growth R6 Pooled separate account in their Schedule of Assets, totaling $13.1M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
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| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | VISUAL PAK COMPANY THE VISUAL PAK COMPANIES 401(K) PLAN | WAUKEGAN IL | 381 | $24.7M | $2.2M |
| 2 | UNITED GRAIN CORPORATION UNITED GRAIN RETIREMENT AND SAVINGS PLAN | VANCOUVER WA | 106 | $42.1M | $2.0M |
| 3 | FORSGREN ASSOCIATES, INC. FORSGREN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN |
SALT LAKE CITY UT |
| 143 |
| $17.5M |
| $2.0M |
| 4 | WESTERN INDUSTRIAL CONTRACTORS, INC. WESTERN INDUSTRIAL CONTRACTORS, INC. 401(K) PLAN | AURORA CO | 203 | $15.8M | $1.5M |
| 5 | SPALDINGS, INC. SPALDING AUTO, INC. 401(K) PROFIT SHARING PLAN | SPOKANE WA | 163 | $15.0M | $1.4M |
| 6 | GUARDIAN CREDIT UNION GUARDIAN CREDIT UNION 401(K) PLAN | MONTGOMERY AL | 246 | $14.0M | $1.2M |
| 7 | DEALER MANAGEMENT SERVICES, INC. DMS 401(K) PLAN | CINCINNATI OH | 288 | $7.2M | $1.1M |
| 8 | KNIGHT CONST. & SUPPLY, INC. KNIGHT EMPLOYEE RETIREMENT PLAN | DEER PARK WA | 134 | $16.4M | $848K |
| 9 | PORTLAND HOSPITAL SERVICE CORPORATION PORTLAND HOSPITAL SERVICE CORPORATION EMPLOYEES' RETIREMENT PLAN | PORTLAND OR | 103 | $4.8M | $493K |
| 10 | EXCALIBUR ASSOCIATES, INC. EXCALIBUR ASSOCIATES, INC. 401(K) SAVINGS & PROFIT SHARING PLAN | ELLIJAY GA | 208 | $3.9M | $208K |
